AAON reported record second-quarter 2026 results, with net sales rising 101.2% year over year to $627.0 million as expanded manufacturing capacity and faster execution helped convert backlog into revenue. Operating income climbed 192.1% to $68.9 million, gross profit increased 84.3% to $152.5 million, and GAAP diluted EPS rose 257.9% to $0.68, while year-to-date operating cash flow improved to $55.0 million from negative $31.0 million a year earlier. Total backlog stood at about $2.0 billion at June 30, 2026, up 98.0% from a year earlier despite record quarterly sales and higher production rates. BASX-branded sales surged 216.2% to $345 million, driven by data center investment activity, while AAON-branded sales rose 39.3% to $282.2 million. AAON raised its full-year 2026 sales growth outlook to 55%-60% from 40%-45%, while lowering its gross margin outlook to 25%-26% from 27%-28% and guiding SG&A to 13%-14% of sales. The newer topic does not match this event narrative: it refers to Axon Enterprise shares rising after that company’s separate Q2 report, including $904.39 million of revenue, adjusted EPS of $1.88 and a $15.10 billion future contracted bookings figure.